Transaction Technician

Job summary

The Transaction Technician processes individual annuity contract transactions while ensuring accuracy, compliance, and adherence to service standards. They are responsible for coding and updating contract information in computer systems and managing a high volume of diverse requests.

Job details

Job Description Build the Future With Us Are you passionate about the savings and retirement industry and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Technician, you will play a key role in processing transactions related to individual annuity contracts, ensuring the accuracy, compliance, and efficiency of administrative operations that support our clients and business partners. This position is an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What You’ll Accomplish With Us As a Transaction Technician, you’ll be at the core of our mission. Your main responsibilities will include: Providing administrative expertise in processing various redemption requests and transactions related to individual annuity contracts while adhering to established policies and procedures. Applying your attention to detail by coding and updating information in computer systems (contract issuances, deposits, transfers, and other transactions). Ensuring the accuracy and compliance of documentation associated with transaction requests. Processing a high volume of diverse requests within established service standards and deadlines. Contributing to operational quality in a fast-paced individual savings and retirement environment where products evolve rapidly and tax regulations are frequently updated. What Could Accelerate Your Success in This Role We’re looking for someone who: Is able to commute to the office and work on-site on a daily basis. Is recognized for their proficiency with various computer applications and systems. Stands out for their accuracy, meticulousness, and attention to detail. Demonstrates excellent judgment, autonomy, and strong prioritization skills. Is known for their ability to learn quickly and work effectively under pressure. Has relevant experience in an administrative, operational, or transaction-processing environment (considered an asset). Has an intermediate level of English proficiency, as the incumbent will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis. Why You’ll Love Working With Us A work environment where learning and development merge with a collective pursuit of excellence. A healthy, safe, fair, and inclusive environment where potential can flourish and be fully developed. The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces. Apply Now and Take the Next Step in Your Career – Where Your Talent Truly Matters! Still Hesitating to Apply? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply — your place may be with us, and we would love to get to know you! The typical hiring range for this position is between $50,000 and $55,000; base salary may vary depending on knowledge, skills, years of experience, and internal equity. In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings plan, flexible time off, and wellness programs. Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street East Company iA Financial Group Posting End Date 2026-09-24 Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

What you’ll do

The Transaction Technician processes individual annuity contract transactions while ensuring accuracy, compliance, and adherence to service standards. They are responsible for coding and updating contract information in computer systems and managing a high volume of diverse requests.

Requirements

Candidates should have experience in an administrative or operational environment and possess strong attention to detail and computer proficiency. Intermediate English proficiency is required to handle transaction files and communicate effectively with clients and internal teams.

Benefits

• Group insurance • Retirement savings plan • Flexible time off • Wellness programs • Corporate bonus program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Communication · Preferred
• Prioritization · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Transaction processing
• Data entry
• Attention to detail
• Administrative support
• Communication
• Prioritization
• Computer proficiency
• Compliance
• Customer service
• Problem solving
• Time management
• Service Standards
• Quick Learning
• Annuities
• Management
• Investments
• English Language
• Equities
• Financial Services
• Innovation
• Operations
• Wealth Management
• Transaction Processing (Business)
• Detail Oriented

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Transaction Manager
• Unclassified Specialized Occupation